GainsKeeper technology will help SogoTrade customers compute capital gains and losses and
provide them with information to complete Schedule D (Form 1040). GainsKeeper will also
track and compute cost basis adjustments for corporate actions and wash sales, which will help
SogoTrade satisfy the requirements of cost basis reporting.

Part of the Emergency Economic Stabilization Act of 2008, the cost basis reporting law requires
financial institutions to report adjusted cost basis information for covered securities to the IRS
and their customers.

“Preparing for the cost basis reporting law is a big undertaking for the brokerage community,”
said Chuck Ross, general manager for GainsKeeper. “But SogoTrade’s proactive measures will
help them be ready for the law’s first effective date on January 1, 2011.”

“Active traders and long-term investors alike can face complicated tasks at tax time,” said
Dave Whitmore, president of SogoTrade. “GainsKeeper complements our cutting-edge, low-cost
trading technology with tools that will help our customers manage their portfolios and prepare
their tax returns easily and accurately.”